Institutional Fund
Southern Michigan Bank & Trust
Coldwater, MICIK 11732271 filings on record
Portfolio Value
$260.60M
Q1 2026
Holdings
424
Reported positions
New Buys
0
Opened this quarter
QoQ Change
—
No prior quarter
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Schwab Strategic Tr17.2%
- Vanguard Bd Index Fds12.8%
- Schwab Strategic Tr11.7%
- Ishares Tr11.5%
- Vanguard Index Fds7.1%
- Spdr Series Trust3.9%
- Other35.7%
Portfolio Holdings
424 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Schwab Strategic Tr | 1.54M | $44.94M | 17.2% | +1.54M | First Filing |
| 2 | Vanguard Bd Index Fds | 433.8K | $33.48M | 12.8% | +433.8K | First Filing |
| 3 | Schwab Strategic Tr | 1.00M | $30.55M | 11.7% | +1.00M | First Filing |
| 4 | Ishares Tr | 281.4K | $30.02M | 11.5% | +281.4K | First Filing |
| 5 | Vanguard Index Fds | 64.2K | $18.42M | 7.1% | +64.2K | First Filing |
| 6 | Spdr Series Trust | 337.5K | $10.15M | 3.9% | +337.5K | First Filing |
| 7 | Apple Inc | 23.6K | $5.98M | 2.3% | +23.6K | First Filing |
| 8 | Nvidia Corporation | 34.1K | $5.95M | 2.3% | +34.1K | First Filing |
| 9 | Armstrong Global Holding Inc. Series A | 47.9K | $4.79M | 1.8% | +47.9K | First Filing |
| 10 | Ishares Tr | 6.2K | $4.06M | 1.6% | +6.2K | First Filing |
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